Remote Family Benefits Consultant

Lever, Inc.; Blaine (MN); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a Remote financial-services specialist who will engage warm leads through structured days, coaching as you ramp, and no office is required.

You will focus on timely follow-up, presenting professionally via video, and rapidly learning new tools to protect clients' income and future. This role offers remote work with a growth track for high performers.

Qualifications

• Timely follow-up with warm leads.
• Demonstrates a clean video presence.
• Rapidly learns new tools and processes.
• Consistently respects client needs and confidentiality.

Responsibilities

• Engage with warm leads via structured outreach.
• Maintain professional video presence for client interactions.
• Learn and adapt to tools as you ramp.
• Uphold high standards of client respect and service.

Skills

Lead follow-up

Video presence

Fast learning

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client